William Puplava, financial advisor Scottsdale AZ

William Puplava

CRD Number: 2027125
Current Firm: Financial Sense Advisors, Inc.

William Puplava (CRD# 2027125) is an Investment Advisor Representative working at Financial Sense Advisors, Inc. in Scottsdale, AZ and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Puplava Securities Inc. San Diego, CA Aug 2017 - Current 6
Puplava Financial Services, Inc. San Diego, CA Aug 2017 - Current 6
Linsco/private Ledger San Diego, CA Jan 2002 - Aug 2017 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for William T. Puplava
Phone Number: 858-487-3939
Registered State(s):
  • CA
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    585
    MILLIONS
  • Total Number of Accounts
    1,265
    ACCOUNTS
  • Average Account Value
    $462,105
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, CA, CO, CT, FL, GA, HI, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA

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